Tim has a passion for entrepreneurship, finance, and small business. He has freelanced exclusively since 2015; his prominent clients have included Investopedia and Intuit QuickBooks. Tim draws on his experience to specialize in creating engaging and compelling content and adds value to his client’s business and financial blogs. His articles are written using Associated Press style to meet commercial standards. Before commencing his freelancing career, Tim worked in the financial services industry for over 10 years where he held trading roles with leading investment banks including Goldman Sacks, Bank of America Merrill Lynch, Citigroup and Morgan Stanley. Tim holds a Bachelor of Commerce degree from Deakin University where he majored in management and marketing.
Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.
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